HARRIS ASSOCIATES L P Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$54.4T

Holdings

128

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
CMCSACOMCAST CORP NEW
22,961,284$970.8M0.00%
2
GEGENERAL ELECTRIC CO
83,888,402$880.8M0.00%
3
LBTYBLIBERTY GLOBAL PLC
32,286,189$871.4M0.00%
4
STLAFIAT CHRYSLER AUTOMOBILES N
62,280,758$860.7M0.00%
5
BKRBAKER HUGHES A GE CO
31,632$779.0M0.00%
6
COFCAPITAL ONE FINL CORP
8,404,128$762.6M0.00%
7
HCAHCA HEALTHCARE INC
5,295,402$715.8M0.00%
8
MCOMOODYS CORP
3,603,472$703.8M0.00%
9
CVSCVS HEALTH CORP
12,559,007$684.3M0.00%
10
ULUNILEVER PLC
11,000$682.0M0.00%
11
STZCONSTELLATION BRANDS INC
3,427,533$675.0M0.00%
12
BIDUNBAIDU INC
5,671,390$665.6M0.00%
13
AAPLAPPLE INC
3,351,123$663.3M0.00%
14
ORCLORACLE CORP
11,639,628$663.1M0.00%
15
LBTYBLIBERTY GLOBAL PLC
24,912,336$660.9M0.00%
16
GOOGLALPHABET INC
601,416$651.2M0.00%
17
CBRECBRE GROUP INC
12,610,231$646.9M0.00%
18
SCHWTHE CHARLES SCHWAB CORPORATI
15,950,124$641.0M0.00%
19
VVISA INC
3,459,389$600.4M0.00%
20
AALAMERICAN AIRLS GROUP INC
18,289,405$596.4M0.00%
21
USBUS BANCORP DEL
10,691$560.0M0.00%
22
9990302DAPACHE CORP
19,251,673$557.7M0.00%
23
MGMMGM RESORTS INTERNATIONAL
18,952,172$541.5M0.00%
24
WTWWILLIS TOWERS WATSON PUB LTD
2,801,402$536.6M0.00%
25
METAFACEBOOK INC
2,760,263$532.7M0.00%
26
WFCWELLS FARGO CO NEW
11,230,780$531.4M0.00%
27
CVECENOVUS ENERGY INC
59,832,619$528.8M0.00%
28
BCBRUNSWICK CORP
11,450$525.0M0.00%
29
TLVGRUPO TELEVISA SA
60,472,628$510.4M0.00%
30
LEALEAR CORP
3,628,064$505.3M0.00%
31
CATCATERPILLAR INC DEL
3,596,248$490.1M0.00%
32
ITWILLINOIS TOOL WKS INC
3,100$468.0M0.00%
33
ARNCCHFARCONIC INC
17,917,694$462.6M0.00%
34
STTSTATE STR CORP
8,160,633$457.5M0.00%
35
INTCINTEL CORP
9,529,152$456.2M0.00%
36
TXNTEXAS INSTRS INC
3,691,142$423.6M0.00%
37
CXOEURCONCHO RES INC
3,900,576$402.5M0.00%
38
PHPARKER HANNIFIN CORP
2,339,861$397.8M0.00%
39
BKBANK NEW YORK MELLON CORP
7,734,648$341.5M0.00%
40
HALHALLIBURTON CO
14,994,879$341.0M0.00%
41
MSFTMICROSOFT CORP
2,500$335.0M0.00%
42
DEODIAGEO P L C
1,902,321$327.8M0.00%
43
NOVEURNATIONAL OILWELL VARCO INC
14,350,080$320.3M0.00%Call
44
CMICUMMINS INC
1,862,918$319.2M0.00%
45
FANGDIAMONDBACK ENERGY INC
2,927,973$319.1M0.00%
46
4I1PHILIP MORRIS INTL INC
3,969,343$311.7M0.00%
47
QVCAUSDQURATE RETAIL INC
24,935,924$309.0M0.00%
48
LUVSOUTHWEST AIRLS CO
6,075,345$308.5M0.00%
49
ITGARTNER INC
1,908,280$307.1M0.00%
50
ADPAUTOMATIC DATA PROCESSING IN
1,796,627$297.0M0.00%
51
IPGINTERPUBLIC GROUP COS INC
12,772,033$288.5M0.00%
52
APCANADARKO PETE CORP
4,070$287.0M0.00%
53
GSGOLDMAN SACHS GROUP INC
1,352,287$276.7M0.00%
54
BWABORGWARNER INC
6,575,139$276.0M0.00%
55
JCIJOHNSON CTLS INTL PLC
6,618,131$273.4M0.00%
56
LBRDKLIBERTY BROADBAND CORP
2,559,727$266.8M0.00%
57
EBAEBAY INC
6,643,647$262.4M0.00%
58
HHC*HOWARD HUGHES CORP
1,934,527$239.6M0.00%
59
FDXFEDEX CORP
1,309,497$215.0M0.00%
60
SPGIS&P GLOBAL INC
880,665$200.6M0.00%
61
UNHUNITEDHEALTH GROUP INC
821,115$200.4M0.00%
62
LIVNLIVANOVA PLC
2,574,414$185.3M0.00%
63
APTVAPTIV PLC
2,251,003$181.9M0.00%
64
EOGEOG RES INC
1,840,873$171.5M0.00%
65
CSLCARLISLE COS INC
1,193,309$167.6M0.00%
66
CLGXCORELOGIC INC
3,812,273$159.5M0.00%
67
WOOFOOT LOCKER INC
3,600,755$150.9M0.00%
68
UAUNDER ARMOUR INC
6,778,737$150.5M0.00%
69
RRCRANGE RES CORP
20,000$140.0M0.00%
70
LYVLIVE NATION ENTERTAINMENT IN
2,110,182$139.8M0.00%
71
THCTENET HEALTHCARE CORP
6,245,537$129.0M0.00%
72
GLPIGAMING & LEISURE PPTYS INC
3,281,136$127.9M0.00%
73
POSTPOST HLDGS INC
1,206,012$125.4M0.00%
74
BAXBAXTER INTL INC
1,484,646$121.6M0.00%
75
CHKEURCHESAPEAKE ENERGY CORP
62,131,994$121.2M0.00%
76
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,701,091$105.8M0.00%
77
NWSANEWS CORP NEW
6,595,652$89.0M0.00%
78
CRICARTERS INC
904,931$88.3M0.00%
79
PDCEUSDPDC ENERGY INC
2,389,476$86.2M0.00%
80
DELPHI TECHNOLOGIES PLC
3,815,303$76.3M0.00%
81
ADTADT INC
11,569,071$70.8M0.00%
82
APY1USDAPERGY CORP
2,098,628$70.4M0.00%
83
BLKCHFBLACKROCK INC
145,852$68.4M0.00%
84
VLRSCONTROLADORA VUELA CIA DE AV
6,792,450$63.7M0.00%
85
AMTTD AMERITRADE HLDG CORP
1,273,845$63.6M0.00%
86
AONAON PLC
316,841$61.1M0.00%
87
HRIHERC HLDGS INC
1,110,486$50.9M0.00%
88
TRNTRINITY INDS INC
2,377,850$49.3M0.00%
89
ALVAUTOLIV INC
660,200$46.6M0.00%
90
WCCWESCO INTL INC
915,276$46.4M0.00%
91
CRTOCRITEO S A
2,399,800$41.3M0.00%
92
THOTHOR INDS INC
647,982$37.9M0.00%
93
WABWABTEC CORP
507,272$36.4M0.00%
94
TRVCCITIGROUP INC
36,163,994$35.1M0.00%
95
CHRWC H ROBINSON WORLDWIDE INC
412,823$34.8M0.00%
96
CDEVEURCENTENNIAL RESOURCE DEV INC
4,572,136$34.7M0.00%
97
MASMASCO CORP
855,320$33.6M0.00%
98
NFLXNETFLIX INC
3,072,396$33.0M0.00%
99
BACBANK AMER CORP
89,242,115$31.6M0.00%
100
EFXEQUIFAX INC
219,012$29.6M0.00%
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